Avantis U.S. Mid Cap Value
AVMV • ARCA
Avantis U.S. Mid Cap Value is an exchange-traded fund on ARCA. As of Q3 2025, 53 institutional investors hold shares in this ETF, with total holdings valued at $216.8M. Evensky & Katz LLC is the largest holder with a position valued at $48.0M.
Overview
Overview of institutional ownership in AVMV as of Q3 2025
All Institutions
- Institutions
- 53
- Value Held
- $216.8M
- Shares Held
- 3.1M
- Avg Position
- $4.1M
- Median Position
- $836.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in AVMV as of Q3 2025
| Institution | Position Value |
|---|---|
 Evensky & Katz LLC RIA/Wealth | $48.0M 2.94% of portfolio |
 Moisand Fitzgerald Tamayo, LLC RIA/Wealth | $29.9M 3.52% of portfolio |
A AMERICAN CENTURY COMPANIES INC Institution | $21.1M 0.01% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $15.0M 0.01% of portfolio |
 ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | $11.6M 2.13% of portfolio |
W WMG Financial Advisors, LLC RIA/Wealth | $9.5M 3.18% of portfolio |
 ENZI WEALTH RIA/Wealth | $9.5M 3.33% of portfolio |
 Prosperity Planning, Inc. RIA/Wealth | $8.4M 2.29% of portfolio |
 FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | $8.1M 1.35% of portfolio |
L LPL Financial LLC Institution | $7.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for AVMV in Q3 2025
- Net Flow
- +$26.3M
- Buyers
- 33
- Sellers
- 11
- Total Bought
- +$28.2M
- Total Sold
- −$1.9M
- Avg Position
- $4.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Evensky & Katz LLC RIA/Wealth | +$13.5M +195.3K shares |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | +$3.2M +46.2K shares |
R Rialto Wealth Management, LLC RIA/Wealth | +$2.8M +40.9K shares |
A AMERICAN CENTURY COMPANIES INC Institution | +$1.5M +21.6K shares |
 Farther Finance Advisors, LLC RIA/Wealth | +$1.2M +16.9K shares |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | +$959.6K +13.9K shares |
Prosperity Planning, Inc. RIA/Wealth | +$906.4K +13.2K shares |
 Herold Advisors, Inc. RIA/Wealth | +$427.1K +6.2K shares |
FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | +$419.4K +6.1K shares |
C CI Private Wealth, LLC RIA/Wealth | +$340.2K +4.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$864.3K −13.2K shares |
J JANE STREET GROUP, LLC Institution | −$648.6K −9.9K shares |
 GOLDMAN SACHS GROUP INC Institution | −$118.4K −1.7K shares |
W WMG Financial Advisors, LLC RIA/Wealth | −$107.9K −1.6K shares |
 Financial Partners Group, Inc RIA/Wealth | −$83.6K −1.2K shares |
A Advisor Group Holdings, Inc. Institution | −$58.4K −844.0 shares |
 SEEDS INVESTOR LLC Long Only Manager | −$35.1K −510.0 shares |
−$21.7K −315.0 shares | |
 Stegent Equity Advisors, Inc. RIA/Wealth | −$5.6K −82.0 shares |
 IFP Advisors, Inc RIA/Wealth | −$1.1K −16.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited AVMV in Q3 2025
- New Positions
- 6
- New Value
- $19.7M
- Exited Positions
- 2
- Exited Value
- $1.5M
New Positions
| Institution | Position Value |
|---|---|
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $15.0M 218.0K shares |
 Maridea Wealth Management LLC RIA/Wealth | $3.3M 48.6K shares |
F FineMark National Bank & Trust Institution | $870.3K 12.6K shares |
 Savant Capital, LLC RIA/Wealth | $438.1K 6.4K shares |
R Rossby Financial, LCC RIA/Wealth | $4.7K 69.0 shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $2.1K 30.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $864.3K 13.2K shares |
J JANE STREET GROUP, LLC Institution | $648.6K 9.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in AVMV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with AVMV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Moisand Fitzgerald Tamayo, LLC RIA/Wealth | 3.52% $29.9M |
ENZI WEALTH RIA/Wealth | 3.33% $9.5M |
W WMG Financial Advisors, LLC RIA/Wealth | 3.18% $9.5M |
Evensky & Katz LLC RIA/Wealth | 2.94% $48.0M |
T Team Financial Group, LLC Institution | 2.75% $5.9M |
Prosperity Planning, Inc. RIA/Wealth | 2.29% $8.4M |
ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | 2.13% $11.6M |
FINANCIAL MANAGEMENT NETWORK INC RIA/Wealth | 1.35% $8.1M |
R Rialto Wealth Management, LLC RIA/Wealth | 1.17% $4.3M |
 Quadcap Wealth Management, LLC RIA/Wealth | 0.73% $6.1M |